LSB Industries, Inc.
DE ˙ DB ˙ US5021601043
11,00 € ↑0,10 (0,92%)
2026-06-05
DEL PRIS
SecurityDE:LS3 / LSB Industries, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership36,350 shares
Latest Disclosed Value $ 308,975
Two Sigma Advisers, Lp reports 24.27% increase in ownership of LS3 / LSB Industries, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 36,350 shares of LSB Industries, Inc. (DE:LS3) valued at $258,085 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 29,250 shares of LSB Industries, Inc.. This represents a change in shares of 24.27% during the quarter. The current value of the position is $399,850 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-02-17 2025-12-31 13F LSB INDS COM 502160104 36,350 7,100 24.27 309 33.91 0.0006
2025-11-14 2025-09-30 13F LSB INDS COM 502160104 29,250 29,250 230 0.0005
2025-08-14 2025-06-30 13F LSB INDS COM 502160104 0 -125,380 -100.00 0 -100.00
2025-05-15 2025-03-31 13F LSB INDS COM 502160104 125,380 -61,300 -32.84 826 -41.67 0.0019
2025-02-14 2024-12-31 13F LSB INDS COM 502160104 186,680 -38,400 -17.06 1,417 -21.72 0.0033
2024-11-14 2024-09-30 13F LSB INDS COM 502160104 225,080 -72,700 -24.41 1,810 -25.71 0.0042
2024-08-14 2024-06-30 13F LSB INDS COM 502160104 297,780 -96,200 -24.42 2,436 -29.60 0.0054
2024-05-15 2024-03-31 13F LSB INDS COM 502160104 393,980 -23,000 -5.52 3,459 -10.90 0.0080
2024-02-14 2023-12-31 13F LSB INDS COM 502160104 416,980 -18,400 -4.23 3,882 -12.82 0.0091
2023-11-14 2023-09-30 13F LSB INDS COM 502160104 435,380 -69,700 -13.80 4,454 -10.49 0.0114
2023-08-14 2023-06-30 13F LSB INDS COM 502160104 505,080 -43,400 -7.91 4,975 -12.18 0.0127
2023-05-15 2023-03-31 13F LSB INDS COM 502160104 548,480 63,700 13.14 5,666 -12.13 0.0146
2023-02-14 2022-12-31 13F LSB INDS COM 502160104 484,780 33,100 7.33 6,448 0.17 0.0180
2022-11-14 2022-09-30 13F LSB INDS COM 502160104 451,680 272,700 152.36 6,436 159.41 0.0186
2022-08-15 2022-06-30 13F LSB INDS COM 502160104 178,980 116,240 185.27 2,481 81.09 0.0070
2022-05-16 2022-03-31 13F LSB INDS COM 502160104 62,740 62,740 1,370 0.0036
2021-08-16 2021-06-30 13F LSB INDS COM 502160104 0 -15,017 -100.00 0 -100.00
2021-05-17 2021-03-31 13F LSB INDS COM 502160104 15,017 15,017 77 0.0002
2020-11-16 2020-09-30 13F LSB INDS COM 502160104 0 -10,300 -100.00 0 -100.00
2020-09-15 2020-06-30 13F/A-1 LSB INDS COM 502160104 10,300 10,300 12 0.0000
2020-08-14 2020-06-30 13F LSB INDS COM 502160104 10,300 10,300 12 34.6760
2016-08-15 2016-06-30 13F LSB INDS COM 502160104 0 -86,817 -100.00 0 -100.00
2016-05-16 2016-03-31 13F LSB INDS COM 502160104 86,817 -40,972 -32.06 1,107 19.55 0.0062
2016-02-16 2015-12-31 13F LSB INDS COM 502160104 127,789 127,789 926 0.0055
2014-08-14 2014-06-30 13F LSB Industries Common Stock 502160104 0 -12,917 -100.00 0 -100.00
2014-05-15 2014-03-31 13F LSB Industries Common Stock 502160104 12,917 12,917 483 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.